There's a quiet revolution taking shape in portfolios. For decades, the 60/40 mix—60% equities, 40% bonds—was the shorthand for prudence, diversification and balance. 1 But the regime that made that ...

Europe’s fiscal expansion has evolved into a long-term rearmament and modernization cycle, driving capital investment in aerospace, energy and infrastructure. The European Central Bank’s pivot to rate ...

With the government shutdown temporarily resolved, market attention has shifted to whether the Fed will cut rates at its December meeting amid growing division within the FOMC. A rift is emerging ...

Japan trades at a steep discount to U.S. equities yet shows strengthening profits supported by pro-growth fiscal and industrial reforms. Record share buybacks, rising dividends and pressure from the ...

How can I diversify without sacrificing core exposures? Gold has long been considered a hedge for uncertainty, but typically one has to give up core exposure to allocate. The WisdomTree Efficient Gold ...

As the U.S. retrenches globally, Asian nations are accelerating domestic defense spending, creating a multi-decade rearmament cycle driven by geography and strategic necessity, not politics. Regional ...

Quantum computing is reaching a global inflection point and is poised to redefine the limits of technology and accelerate progress across industries. By harnessing the laws of physics, quantum ...

For decades, investors have debated the merits of growth versus value investing. Growth companies offer the potential for rapid earnings expansion, often tied to innovation and long-term structural ...

The Federal Reserve’s October rate cut, to 3.75%–4%, signals a continued “risk management” approach, with December’s policy path tilting toward another cut ...

Following September’s rate cut, markets are pricing in further Federal Reserve easing, driven by perceived labor market weakness. 2024’s labor data shows that downward payroll revisions misled markets ...

As global conflicts expose severe underinvestment in defense infrastructure, multiyear contracts and rising backlogs signal a long-duration rearmament cycle investors can tap into now. It’s about ...

In 2025, speculative fervor has gripped markets as low-quality, unprofitable companies have significantly outperformed fundamentally strong peers across market caps. While the rally defies traditional ...